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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,345 | $76,407-94.3% | $150,298-97.1% | $82,448-94.7% |
| Participation rate | 52.8% | 66.4%-13.6pp | 77.8%-24.9pp | 68.1%-15.2pp |
| Annual return | 19.42% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $360 | $2,614-86.2% | $4,154-91.3% | $2,551-85.9% |
| Participant deferral / active EE | $1,174 | $3,214-63.5% | $5,453-78.5% | $4,139-71.6% |
| Admin fee / account holder | $716 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |